| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 5,550 | $228,605 | $231,601.5 | $2,996.5 | 1.31% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 238,641 | $9.83M | $10.02M | $186,309.82 | 1.9% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 15,415 | $630,030.73 | $646,350.95 | $16,320.22 | 2.59% |
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 11,283 | $464,746 | $466,100.73 | $1,354.73 | 0.29% |
Shad Lamm Keystone Wealth Services LLC | 36,071 | $1.43M | $1.51M | $83,179.73 | 5.82% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 10,059 | $315,766.68 | $415,537.29 | $99,770.61 | 31.6% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 9,627 | $394,995.8 | $404,930.87 | $9,935.07 | 2.52% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 9,562 | $333,361.85 | $395,006.22 | $61,644.37 | 18.49% |
Nichole Raftopoulos Nvest Financial LLC | 27,341 | $989,676 | $1.13M | $139,780.71 | 14.12% |
Kristofer Gray Integrity Financial Corp. /WA | 11,584 | $395,019.67 | $478,535.04 | $83,515.37 | 21.14% |
Amanda Hawley Atria Wealth Solutions Inc. | 12,668 | $447,057.06 | $523,315.08 | $76,258.02 | 17.06% |
Eric Dahm Range Financial Group LLC | 33,091 | $1.36M | $1.37M | $9,265.51 | 0.68% |
Amy Ardeel Icon Wealth Advisors LLC | 21,935 | $789,660 | $919,208.11 | $129,548.11 | 16.41% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 43,132 | $1.48M | $1.81M | $329,109.64 | 22.22% |
| ACL AIFG Consultants Ltd. AIFG Consultants Ltd. | 13,700 | $412,644 | $565,947 | $153,303 | 37.15% |
Norden Group LLC NORDEN GROUP LLC | 9,585 | $328,069.47 | $395,956.35 | $67,886.88 | 20.69% |
Andrew Agosta Prosperity Financial Group, Inc. | 7,933 | $261,552.51 | $327,712.23 | $66,159.72 | 25.3% |
Christopher C. Powers Farther Finance Advisors, LLC | 17,545 | $715,179.5 | $724,783.95 | $9,604.45 | 1.34% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 6,104 | $241,697.73 | $252,156.24 | $10,458.51 | 4.33% |
Courtney Haddad Concurrent Investment Advisors, LLC | 7,901 | $311,457 | $326,390.31 | $14,933.31 | 4.79% |